Adviser Profile
| As of Date | 05/28/2026 |
| Registration status | Registration Changed to J. L. PERKINS WEALTH MANAGEMENT, LLC |
| ADV Location | MACON, GA, United States |
| Contact Info | 478 xxxxxxx |
| Websites |
| AUM* | 142,180,370 114% |
| of that, discretionary | 142,180,370 114% |
| Number of Employees | 8 100% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 205,760 35% |
| % High Net Worth | 2.36% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds